MIDDLETON & COMPANY Overview
Middleton & Company Inc is an investment advisor that manages 635 MM dollars in regulatory AUM and has 15 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 887MM in positions, representing 140% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 887MM in positions, representing 140% of the manager's regulatory AUM.
MIDDLETON & COMPANY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MIDDLETON & COMPANY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMZN | 6.25% | Cons. Disc. | 12.7% | 0.66% | 0 | 0% | ||
| AAPL | 5.74% | Tech | 6.98% | -0.02% | 0 | 0% | ||
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FEATURED IN
MIDDLETON & COMPANY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John W. Wieland | Chief Executive Officer; Managing Director; Director | December-2009 |
| Alice K. Walsh | Managing Director; Director | March-2004 |
| John K. Sargent Jr. | Chief Financial Officer, Managing Director; Director | March-2004 |
| Maria Mccormack | Chief Compliance Officer; Managing Director | June-2006 |
| Eric N. Gutterson | Managing Director; Director | May-2010 |
MIDDLETON & COMPANY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Custodian | Pro |
MIDDLETON & COMPANY Investment Strategy
Item 8 – Methods of Analysis, Investment Strategies, and Risk of Loss
Methods of Analysis
Securities analysis methods may include charting, fundamental analysis, technical analysis, and cyclical analysis. Middleton uses a variety of sources of information in the analysis of investment strategies including fundamental financial data provided by FactSet Research and on-line services, financial newspapers and magazines, research materials prepared by others, corporate rating services, annual reports, prospectuses, SEC filings, and company press releases. Middleton also uses a disciplined valuation approach consisting of a proprietary dividend discount model, cash flow analysis, and other valuation metrics.
Investment Strategies
Middleton offers its clients a framework of five investment strategies. We use these strategies to build portfolios within the context of a client’s existing holdings and current objectives. For each client, a s...
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Methods of Analysis
Securities analysis methods may include charting, fundamental analysis, technical analysis, and cyclical analysis. Middleton uses a variety of sources of information in the analysis of investment strategies including fundamental financial data provided by FactSet Research and on-line services, financial newspapers and magazines, research materials prepared by others, corporate rating services, annual reports, prospectuses, SEC filings, and company press releases. Middleton also uses a disciplined valuation approach consisting of a proprietary dividend discount model, cash flow analysis, and other valuation metrics.
Investment Strategies
Middleton offers its clients a framework of five investment strategies. We use these strategies to build portfolios within the context of a client’s existing holdings and current objectives. For each client, a s...
Unlock Full Investment Process Description
MIDDLETON & COMPANY Portfolio Concentration
MIDDLETON & COMPANY Location
600 ATLANTIC AVENUE; 18TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02210-2211
BOSTON, Massachusetts
UNITED STATES, 02210-2211
MIDDLETON & COMPANY Contact Information
Phone Number: (617)357-5101
Fax Number: (617)357-7199
Website: http://www.middletonco.com
Fax Number: (617)357-7199
Website: http://www.middletonco.com
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